Category Performance

Please select a period to view the category performance:

As on Apr 23, 2024

Allocation

Morningstar Category	Category Average	Top Performer	Bottom Performer
Balanced Allocation	18.65	24.48	13.04
Equity Savings	15.73	25.44	2.99
Aggressive Allocation	30.66	56.70	10.04
Dynamic Asset Allocation	25.23	61.42	8.67
Conservative Allocation	11.66	17.85	1.63

Equity

Morningstar Category	Category Average	Top Performer	Bottom Performer
Small-Cap	52.13	78.32	33.09
Focused Fund	38.15	71.60	20.81
Sector - Technology	32.04	61.85	23.21
Value	48.22	82.10	23.87
Contra	49.02	52.05	46.16
Sector - Financial Services	24.20	40.65	4.37
Mid-Cap	52.14	72.11	29.86
Flexi Cap	40.92	65.57	20.74
ELSS (Tax Savings)	39.44	63.72	22.39
Multi-Cap	48.07	63.14	32.53
Sector - Energy	-	-	-
Large & Mid- Cap	42.98	65.92	23.39
Large-Cap	35.66	59.80	18.62
Equity - ESG	34.10	54.16	20.80
Sector - FMCG	19.46	13.38	3.18
Dividend Yield	45.92	56.95	35.00
Sector - Healthcare	48.04	57.38	37.07
Equity- Infrastructure	66.31	85.01	48.62

Fixed Income

Morningstar Category	Category Average	Top Performer	Bottom Performer
Long Duration	5.90	8.59	-1.61
Ultra Short Duration	6.30	7.87	-4.75
Medium Duration	5.33	8.28	-1.66
Money Market	6.09	7.75	-0.16
Credit Risk	6.47	16.02	-2.25
Corporate Bond	5.73	7.84	-2.08
10 yr Government Bond	5.00	7.05	-1.45
Dynamic Bond	5.31	8.71	-2.73
Banking & PSU	5.96	7.72	-0.52
Floating Rate	6.96	11.53	-0.22
Short Duration	5.46	12.15	-1.75
Low Duration	6.28	9.38	-1.01
Government Bond	5.97	8.17	-2.33
Medium to Long Duration	5.51	7.70	-1.65

Alternative

Morningstar Category	Category Average	Top Performer	Bottom Performer
Arbitrage Fund	7.35	8.72	1.23

Money Market

Morningstar Category	Category Average	Top Performer	Bottom Performer
Liquid	6.11	9.46	-0.08

Commodities

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - Precious Metals	12.73	19.27	5.29

* Only open-ended funds.

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